Automating project templates by using prompts

WordPerfect lets you use prompts in project templates to automate the process of creating documents; for example, you can use template prompts to let you know what kind of information you need to type in a document. You can also create personal information prompts that link to and extract personal information from an address book.

Prompts launch in the order in which they are inserted in a project template. You can move prompts so that they launch in the order you want.

When you create prompts in a template, it is recommended that you run the template to ensure that it has been set up correctly. For more information, see “To run a project template.”


To create prompts

WordPerfect Office btnbacktotopproc Automating project templates by using prompts
1.
 
Click the Build prompts button on the Template toolbar.
If the Template toolbar is not displayed, click View WordPerfect Office onestep Automating project templates by using prompts Toolbars. In the Available toolbars list, enable the Template check box.
2.
 
In the Prompt builder dialog box, click Add.
3.
 
In the Add template prompt dialog box, type a name for the prompt in the Prompt box.
If you want to link the prompt to a field in the default address book installed on your computer, choose a field from the Link to address book field list box.

You can also
Insert a prompt in the project template
Click where you want to insert a prompt. In the Prompt builder dialog box, click Paste.
Edit a prompt
In the Prompt builder dialog box, choose a prompt from the Template prompts list. Click Edit. Make changes in any of the boxes.
Delete a prompt
In the Prompt builder dialog box, choose a prompt from the Template prompts list. Click Delete.

WordPerfect Office note Automating project templates by using prompts

 
Template prompts display in square brackets.

To insert a personal information prompt

WordPerfect Office btnbacktotopproc Automating project templates by using prompts
1.
 
Click the Build prompts button on the Template toolbar.
If the Template toolbar is not displayed, click View WordPerfect Office onestep Automating project templates by using prompts Toolbars. In the Available toolbars list, enable the Template check box.
2.
 
Click Personal.
3.
 
Choose a field from the list.
If you want to display all available fields, enable the Show all available fields check box.
4.
 
Click where you want to insert a prompt.
5.
 
Click Paste.

WordPerfect Office note Automating project templates by using prompts

 
Personal information prompts display in angle brackets.

To move prompts

WordPerfect Office btnbacktotopproc Automating project templates by using prompts
1.
 
Click the Build prompts button on the Template toolbar.
If the Template toolbar is not displayed, click View WordPerfect Office onestep Automating project templates by using prompts Toolbars. In the Available toolbars list, enable the Template check box.
2.
 
In the Prompts builder dialog box, choose a prompt from the Template prompts list.
3.
 
Click one of the following buttons:
Move up
Move down

Automating project templates by using prompts